View and Edit Agent Details
- Go to Settings - Staff - Agents. All existing Staff Agents are listed.
- Click on an agent to view details. The Edit Agent page is displayed:
- The following details are displayed - make changes as required:
- When finished, click Save changes.
|Name||The agent's name.|
|Colour picker||The colour representing the agent in the Site Visit Schedule.|
|Cost P/H||The cost per hour for work done by this agent.|
|The agent's email address (this is also the username used when accessing the system).|
|Password||The agent's password.|
|Avatar||Search for and upload an avatar file if desired.|
|Access and Notifications|
|Role||Choose the Role you want to assign to the user from the list of those available.|
When selected you can choose from a list of areas the user will be permitted to access in addition to those granted by the chosen role.
This option is only displayed when a role other than the 'Admin' role is selected - the 'Admin' role allows access to all areas of the application.
Selected Ticket Queues will be accessible to the Staff Agent.
|Contact Details||Address and telephone contact information|